Joel advises investment fund sponsors and investors on the federal income tax matters relevant to all aspects of their business. Joel’s practice includes advising clients on fund formation and structuring, sponsor liquidity transactions, fund- and sponsor-level tax considerations arising from investments, mergers, and acquisitions, and sponsor-level economic and tax planning and structuring, including succession planning.
Joel has experience advising sponsors and investors on the tax considerations relevant to a wide variety of asset strategies, including private equity, venture capital, hedge funds, secondaries, real estate, energy, credit, distressed and special situations.
Joel also has experience advising on the tax aspects and structuring of mergers and acquisitions, bankruptcy and out-of-court restructurings, and other complex business transactions.
Joel previously worked as a tax counsel at a major U.S. multinational company. In this role, Joel advised on complex internal restructurings, tax planning projects, and a wide variety of U.S. and non-U.S. tax issues arising from complex international business transactions.
Panelist, “Section 1061: Clearing the Three-Year Hurdle,” American Bar Associate Tax Section Virtual 2020 Fall Tax Meeting.
Panelist, “U.S. Shareholder Basis in Foreign Corporations Post-Tax Reform,” American Bar Association Tax Section, 2019 Mid-Year Meeting.
Changing Landscape for Management Fee Waiver Arrangements of Rivate Sponsors: Proposed Regulations on Disguised Payments for Services Pose Problems (February, 2016) - Taxation and Regulation of Financial Institutions (co-authored with Dan Meehan).
Case Comment, Cuomo v. Clearinghouse Association, Harvard Law Review, Vol. 122 (2009).
The strong metric dimension of graphs and digraphs, Discrete Applied Mathematics, Vol. 155(3) (2007) (co-authored with Ortrud Oellermann).
The Metric Dimension of Cartesian Products of Graphs, Utilitas Mathematica Vol. 69 (2006) (co-authored with Otrud Oellermann).
Admissions & Qualifications
- Not admitted to practice in California
- Harvard Law SchoolJ.D.magna cum laude2010Harvard Law Review
- University of TorontoM.Sc., Mathematics2007
- The University of WinnipegB.Sc., MathematicsHons2006Governor General's Silver Medal (graduated first in class)